Thu, Jun 18th 2026 at 7:00 PM CDT
How to Lock In Tax-Free Income For Life: Discover Proven Roth Conversion Strategies Before Tax Rates Climb in the Next 10 Years!
A free 60-minute live training for adults 59+ who want to legally eliminate tens of thousands in future taxes — before it's too late to act.
Thu, Jun 18th 2026 at 7:00 PM CDT
Daniel Fisher
Spots are limited. This is a live event, not a recording.
Let's be honest for a second.
You spent 30, 40 — maybe 50 years building what you have.
You were told: contribute to your 401(k), get the tax break now, and worry about taxes later.
And for a long time, that felt like the right move.
But here's what nobody warned you about:
"Later" is now.
Every dollar sitting in your traditional IRA or 401(k) is still owed to the IRS. And with tax rates near historic lows — and trillions in national debt — most experts believe taxes are heading in one direction: up.
That means the longer you wait, the more you may pay.
And yet most retirees have no plan to address it.
"My advisor never mentioned there was a way to reduce my tax bill in retirement." That's the most common thing we hear. And it's not your fault.
There's a window most retirees don't know they have.
If you're between 59½ and 73, you may be sitting in the single best opportunity of your financial life to dramatically reduce — or even eliminate — what you'll owe in taxes on your retirement savings.
It's called a Roth Conversion. It's not new. It's not complicated. And it's fully legal.
It's been used for years by people who wanted one thing above all else: To keep more of what they saved — and pass more on to the people they love.
In this free training, you'll discover:
- ✓How to convert your taxable retirement accounts to tax-free with ZERO tax out of pocket
- ✓The 7 major benefits of Roth conversions most financial advisors never mention
- ✓How to lock in today's historically low rates during the conversion timeline
- ✓Critical Roth Conversion mistakes that could cost you thousands (and how to avoid them all)
- ✓Smart bracket management to reduce Medicare premiums (IRMAA)
- ✓How to cut taxes on your Social Security benefits
- ✓Create a lasting, tax-free legacy for your family
No products being sold. No pressure. No confusing jargon. Just honest education — so you can make an informed decision.
This training is for you if…
- •You're 59½ or older with money in a traditional IRA, 401(k), TSP, or other pre-tax account
- •You've ever wondered how much of your savings will actually go to taxes
- •You're concerned about rising tax rates eroding your retirement income
- •You're frustrated that RMDs may force you into a higher tax bracket
- •You want to leave your family more money — not a tax bill
If you're already 100% in a Roth and have zero tax exposure, this probably isn't for you.
But if you suspect the IRS may be your biggest expense in retirement? Keep reading.
Why hasn't your financial advisor told you about this?
It's a fair question — and the answer is simpler than you might think.
Most advisors are focused on growing your assets. Tax planning is a different specialty — and many advisors either aren't trained in it, or aren't incentivized to prioritize it.
They're not bad people. But a Roth Conversion requires a coordinated strategy that goes beyond just managing investments.
What we'll show you in this training is a clear, step-by-step framework for understanding your tax exposure — and what you can do about it, right now, while the opportunity still exists.
The difference between paying the IRS for decades… and not having to.
| Traditional IRA / 401(k) | Roth Conversion Strategy | |
|---|---|---|
| Tax on withdrawals | Fully taxable | Tax-free |
| RMDs | Yes — starting at 73 | None |
| Tax rate risk | Subject to future increases | Locked in at today's rates |
| Impact on heirs | Taxable inheritance | Tax-free inheritance |
| Medicare premium exposure | Higher risk | Manageable with planning |
| Peace of mind | Uncertain | Built in |
One hour. No cost. No obligation.
You've worked too hard to hand more of your retirement to the IRS than you have to. On Thu, Jun 18th 2026 at 7:00 PM CDT, let us show you exactly how much you might save — and how to get started before the window closes.
Spots are limited. This is a live event, not a recording.
🎁 Every live attendee receives a complimentary Tax Burden Review — a personalized look at your current tax liability and how a Roth Conversion strategy could work for your situation.